Sub-companies in The Layer can be used to manage and account for subsidiaries within your organisation.

Sub-companies can have their own company name, VAT registration number, bank details etc. You can also set unique output templates for each sub-company, with their own content and formatting.

A sub-company can be assigned at sales order level.


Creating and managing sub-companies

Sub-companies are configured from Settings - Sub Companies under the Customisations section.

You can click a sub-company name to edit its properties, or create a new sub-company from the left-side panel button.

Enter a name.

On the next screen, you can set default templates for credit notes, invoices and purchase orders.


Sub-company on sales order

You will be asked to select a sub-company when creating a sales order.

A sub-company can be view on the sales order header tab. Users with the correct role can change this. Please be mindful of any invoices already raised against that order.


Sub-company visibility

Sub-company is reflected in a number of places in The Layer, such as:

Report: All Transactions by Sub Company

This report can be run from the Reports section of The Layer. It lists financial transactions against a specified sub-company.

Customer record - Finance tab

Sales order stacks

Invoice stacks

Purchase order stacks

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